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Original filing (PDF)20250829105439NAL0011099025001
LANDPRO EQUIPMENT, LLC
Form 5500
FILING_RECEIVED
LANDPRO EQUIPMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
429
Accounts w/ balance
459
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANDPRO EQUIPMENT, LLC.
Plan sponsor
Name
LANDPRO EQUIPMENT, LLC
EIN
81-4758151
Address
1756 LINDQUIST DRIVE · FALCONER, NY · 14733
Phone
(585) 993-7645
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
37 direct securities · 1 pooled fund· $24.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.1M
37 holdings
Common Collective Trust
$109K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $4.4M | 18.4% | |
| American Funds 2045 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $3.3M | 13.8% | |
| American Funds 2040 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $2.8M | 11.4% | |
| American Funds 2025 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $2.6M | 10.9% | |
| American Funds 2050 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $2.1M | 8.8% | |
| American Funds 2035 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $1.9M | 8.0% | |
| American Funds 2020 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $1.0M | 4.3% | |
| American Funds 2055 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $1.0M | 4.2% | |
| Fidelity Government Money Market Fund Class K6 Money Market Fund | — | — | — | $789K | 3.3% | |
| American Funds 2060 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $704K | 2.9% | |
| Putnam Core Equity Fund Class R6 Shares Mutual Fund | — | — | — | $508K | 2.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $447K | 1.8% | |
| American Funds 2065 Target Date Retirement Class R-6 Mutual Fund | — | — | — | $435K | 1.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $416K | 1.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $290K | 1.2% | |
| maturing at various dates through November 2047. | — | — | — | $267K | 1.1% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $189K | 0.8% | |
| Fidelity Emerging Markets Fund - Class K Mutual Fund | — | — | — | $132K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $109K | 0.5% | |
| The Hartford International Opportunities Fund Class R6 Mutual Fund | — | — | — | $106K | 0.4% | |
| Carillon Scout Mid Cap Fund Class R-6 Mutual Fund | — | — | — | $81K | 0.3% | |
| Fidelity Growth Strategies K6 Fund Mutual Fund | — | — | — | $74K | 0.3% | |
| Fidelity Large Cap Stock K6 Fund Mutual Fund | — | — | — | $68K | 0.3% | |
| Putnam Growth Opportunities Fund Class R6 Mutual Fund | — | — | — | $57K | 0.2% | |
| Fidelity Total Bond K6 Fund Mutual Fund | — | — | — | $46K | 0.2% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | — | — | — | $37K | 0.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $33K | 0.1% | |
| American Funds American Mutual Fund Class R-6 Mutual Fund | — | — | — | $30K | 0.1% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund | — | — | — | $22K | <0.1% | |
| Virtus KAR Mid-Cap Core Fund Class R6 Mutual Fund | — | — | — | $21K | <0.1% | |
| Hood River Small-Cap Growth Fund Retirement Shares Mutual Fund | — | — | — | $17K | <0.1% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| Fidelity Small Cap Value Index Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund R6 Shares Mutual Fund | — | — | — | $9K | <0.1% | |
| PIMCO RAE PLUS Small Fund Institutional Class Mutual Fund | — | — | — | $6K | <0.1% | |
| Cohen & Steers Realty Shares Fund Class Z Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Low-Priced Stock K6 Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $2K | <0.1% |
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